CONNECT

Address:

3 Bryant Park, 3rd & 4th Floors
1095 Avenue of the Americas
New York, NY 10036

Phone:

(212) 328-1000 | (844) 735-9471

Fax/Other:

(212) 221-3580

Toby D. Mitchell

Toby D. Mitchell

Vice President/Investments

Education

  • Bachelor of Arts, Economics, Johns Hopkins University
     

Licenses

  • Series 3, Registered Commodity Representative
  • Series 7, General Securities Representative
  • Series 31, Futures Managed Funds
  • Series 66, Investment Advisor Representative
     

Experience
Based in New York, Toby Mitchell began his investment career in 2000 with Citigroup and joined Stifel from Morgan Stanley in 2016.
 

Philosophy
My goal is to thoroughly understand your financial needs and then align the resources to help you pursue them.  I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, and assist you in developing and executing a strategy that is precisely your own and helps you address your needs.

Phone (212) 328-1000 | (844) 735-9471